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VaretIQVaretIQ

Pricing

One subscription per legal company. Priced by the accounting you actually do.

Choose a plan, pick monthly or annual billing, pay for the plan, and then set up your company. Every legal company keeps its own books, bank enrollments, users, tax profile, and audit history. VaretIQ Payroll and VaretIQ Time are separate products with their own subscriptions.

Principles

How VaretIQ charges

These are the parts we are confident enough to state now.

One legal company per subscription

Every legal company has its own isolated subscription, books, bank enrollments, users, payroll, integrations, tax profile, and audit history.

25% off each additional company on Portfolio and above

A verified owner may receive 25% off the base subscription for each additional company on VaretIQ Portfolio, Prestige, or Voutelier, under verified common beneficial ownership. Foundation, Momentum, Elevate, and Signature are not eligible. One Foundation company maximum per verified owner.

Read access is never a seat

Read-only viewers, employee self-service, customer portal, and vendor portal users are not accounting seats.

Your accountant is free from Momentum up

Verified accountant or bookkeeper access does not consume a paid user seat. Foundation cannot invite an accountant or bookkeeper.

The additional-company discount applies only to the base subscription on Portfolio, Prestige, and Voutelier, with verified common beneficial ownership. It does not apply to Foundation, Momentum, Elevate, or Signature, and it never applies to payroll, inventory add-ons, bank enrollment overages, provider charges, or unrelated client companies managed or sponsored by an accountant.

Plans

Choose your plan

Elevate through Prestige is where most businesses run, and Voutelier is scoped to your organization. Foundation and Momentum remain available for manual bookkeeping.

Billing cadence

Elevate and Signature receive 15% off the annual pre-tax price. Portfolio and Prestige bill ten months — effectively two months free. Discounts are never combined.

VaretIQ Signature

Best for: Growing businesses that need automation and real reporting

Complete Report Studio, projects, budgets, approvals, deeper automation

$59/month

Per legal company, billed monthly.

Get started with Signature
Trial
60-day trial (monthly term), card required, auto-charges at trial end
Bank enrollments
5 included bank enrollments
Legal companies
1 legal company
Annual billing
$601.80/year — 15% off the annual pre-tax price

Companies, users, and enrollments

  • Legal companies included1

    Each legal company needs its own subscription, books, and audit history.

  • Included bank enrollment allowance5 included

    One enrollment is a single financial-institution login and can contain several accounts. Additional enrollments beyond the allowance are $2/month each. Connected-bank availability depends on supported production provider availability and eligibility.

  • Active working users5

    Read-only viewers, employee self-service, customer portal, vendor portal, and verified accountant access do not consume a working-user allowance.

  • Read-only viewers and portal users

    Viewers, employee self-service, customer portal, and vendor portal users are free.

  • Verified accountant / bookkeeper access

    Free and never a paid seat. Access is separately authorized and scoped.

  • Trial60-day trial (monthly term), card required, auto-charges at trial end

    Trials apply to direct new self-service signups on the monthly term. A payment card is required to start a trial and is charged automatically when the trial ends unless you cancel first. Customers added by an accountant or bookkeeper do not receive a trial.

Bookkeeping and transactions

  • Double-entry general ledger

  • Manual entry and CSV import

  • Transactions imported from a bank enrollment

    On Momentum, imported transactions are still categorized and matched by hand.

  • Suggested matching, bank rules, duplicate warnings

    Suggestions always require human approval. Nothing posts silently.

  • Recurring transactions

  • AI assistance

    Optional, human-approved assistance only.

  • Audit history

Reconciliation

  • Reconcile an account

    Statement balance entry or upload, clearing, matching, adjustments, completion, export.

  • Undo reconciliation

    Reversing a completed reconciliation starts on Elevate. Foundation and Momentum keep full manual reconciliation.

  • Suggested matches and discrepancy assistanceHuman-approved

  • Advanced batch review and reconciliation rules

Reporting

  • Essential fixed statements

    P&L, Balance Sheet, Statement of Cash Flows, Trial Balance, General Ledger, Account Transactions, Income and Expense Summary, Reconciliation Summary and History, Outstanding/Uncleared, Reconciliation Discrepancy.

  • Period and accounting-basis selection, export and print

  • Bank/credit-card balance summary, imported and uncategorized, AR and AP aging

  • Expanded standard report library

    Customer, sales, vendor, expense, invoice, bill, tax, 1099, comparative, cash-flow trend, journal, and audit reports.

  • Basic filters, comparisons, drill-down, charts

  • VaretIQ Report Studio

    Full customization, formulas, grouping, saved layouts, duplication, scheduling, secure sharing, report packages, dashboard customization.

  • Inventory reportingWith the Basic Inventory add-on

    Requires Basic Inventory to be active on the company.

  • Job reportingJob costing

    Job costing begins on Signature. Advanced job costing begins on Portfolio.

  • Location Contribution ReportingWith the Basic Inventory add-on

    Inventory-location revenue, units, actual inventory COGS, and contribution margin within one legal company, using posted journal-line dimensions. Not full financial statements by location, not generic service or labor location profitability, and not broad multi-location operations. On Signature it requires the Basic Inventory add-on.

Operations, projects, and inventory

  • Invoices, estimates, bills, vendors, customers

  • Projects and budgets

  • Job costingJob costing

    Job costing begins on Signature. Advanced job costing begins on Portfolio.

  • Business Calendar and booking links

  • Basic Inventory$19/month add-on

    Products/services/SKUs, quantity on hand, inventory asset and COGS accounting, basic valuation, purchase orders, adjustments, reorder points, low-stock alerts, profitability. Optional $19/month add-on on Signature; included from Portfolio.

Payroll and time (separate VaretIQ products)

  • VaretIQ PayrollSold separately

    Payroll is a standalone VaretIQ product with its own subscription and its own access roles. No accounting plan includes it. Packages: VaretIQ Contractor Pay ($0 base + $3 per contractor paid), VaretIQ Payroll Fondamorce ($39 + $6 per active employee), VaretIQ Payroll Gradigente ($69 + $9), and VaretIQ Payroll Culmora ($109 + $12), all per month.

  • VaretIQ TimeSold separately

    Time tracking is a standalone VaretIQ product with its own subscription: VaretIQ Time Fondamorce $4, Gradigente $7, and Culmora $10 per active user per month, with no base fee.

  • Payroll journal entries posted to this ledgerWith VaretIQ Payroll

    Available when you hold both an accounting plan and a VaretIQ Payroll subscription.

Documents, branding, and payments

  • Upload your business logo

  • “Powered by VaretIQ” on customer-facing documentsCan be removed

  • Manual document upload

  • Payment acceptance (opt-in, planned)Suggested matching

    VaretIQ adds no application fee or transaction percentage. Processor and payment-method eligibility and fees apply. Certification is still pending.

Basic Inventory — $19/month

Products, services, and SKUs, quantity on hand, inventory asset and COGS accounting, purchase orders, adjustments, reorder points, and low-stock alerts. Basic Inventory also enables Location Contribution Reporting on Signature. Added to Signature for a $78/month total.

Not included on Signature

  • Advanced CFO / Controller analytics and advanced scenario planning
  • Advanced Schedule Builder
  • Multi-Resource Scheduling
  • Advanced Inventory & Procurement
  • Advanced permissions, controls, and priority support

Values not published yet are shown as such rather than estimated, and are confirmed during setup. Each additional legal company needs its own subscription. Additional bank enrollments beyond the allowance are $2 per month each. Third-party charges — financial-institution, processor, and provider fees — and any required tax are separate from the subscription price.

Starting smaller

Two compact plans for owners keeping manual books, or who just want transactions flowing in. Both are real plans with the full double-entry ledger.

VaretIQ Foundation

$0/month

Owners keeping a completely manual set of books

Manual entry and CSV import, one company, no included bank enrollment

  • 1 legal company
  • 0 included bank enrollments — manual/CSV only
  • No trial — permanently free
Get started with Foundation

VaretIQ Momentum

$5/month

Manual bookkeeping with transactions flowing in

One included bank enrollment allowance; you still categorize and match by hand

  • 1 legal company
  • 1 included bank enrollment allowance
  • No trial — billing starts immediately
Get started with Momentum

A subscription belongs to one legal company

  • A VaretIQ subscription belongs to one legal company.
  • Each additional legal company requires its own separate subscription.
  • Locations, departments, properties, projects, and cost centers are never a substitute for a separate legal-company subscription.
  • The 25% additional-company discount applies only to base subscriptions on VaretIQ Portfolio, Prestige, and Voutelier, requires verified common beneficial ownership confirmed by VaretIQ, and is not applied automatically at checkout. Foundation, Momentum, Elevate, and Signature are not eligible.
  • Accounting firms cannot place unrelated client companies under one owner account to obtain a related-company discount, and discounts do not extend to unrelated client subscriptions.
  • Taxes and third-party charges (financial-institution, processor, and provider fees) remain separate.

Other VaretIQ products

Payroll and time tracking are bought separately

These are not accounting add-ons and they are not bundled into any plan above. Each has its own subscription, its own access roles, and its own pricing once certified.

VaretIQ Payroll Solutions

From $0 base + $3 per contractor paid

Standalone payroll solutions for contractors, employees and growing workforces.

4 packages. No VaretIQ Accounting subscription required.

See Payroll Solutions

VaretIQ Time

From $4 per active user per month

Standalone time, timesheet and labor tracking for people, projects and locations.

3 plans. Usable on its own, connectable to Payroll and Accounting.

See Time Plans

VaretIQ Payroll Solutions is a standalone product and is not included in any VaretIQ Accounting plan. Prices shown are subscription list prices. Tax calculation, filing, remittance, direct deposit, and jurisdiction coverage are confirmed per package and per jurisdiction before activation, and are never assumed from a package name. Payroll processing availability is subject to launch readiness and supported jurisdictions.

Questions

Straight answers

Prices, included user counts, bank enrollment allowances, and add-on prices shown here are the published VaretIQ figures. Connected-bank enrollment and payment acceptance depend on supported production provider availability and eligibility; provider fees apply and some provider capabilities are still pending certification. Consolidated or multi-entity consolidated statements and eliminations are not a current certified VaretIQ capability. Nothing on this page is a binding offer or quotation.

Not sure which level fits your books?

Choose a plan and set up your company yourself, or talk to us about Voutelier, implementation, and migration.